Client Relationship Consultant 3 (Banker) - Douglas Blvd - Roseville, CA (38hrs)

U.S. Bancorp
United States
Workplace: OnsiteFull timeUSD 27.22 - 33.26Function: Customer Success & Account ManagementExperience: 4-5 yearsEducation: high_schoolSkills: ["Customer service","Interpersonal skills","Communication","Relationship building","Recommendations"]

Build trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement. Assess customer banking needs, gather and process account information, and open new accounts while completing service requests and submitting credit applications. Maintain expertise in deposit and loan products (including digital and self-service tools) and provide an optimal client experience through accurate, operationally excellent service. Partner with branch teams and educate customers on emerging digital products.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
1 week ago

Client Relationship Consultant 3 (Banker) - Douglas Blvd - Roseville, CA (38hrs)

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live

Job Summary

Build trusted relationships with consumer and business customers through proactive outreach, follow-up, and multi-channel engagement. Assess customer banking needs, gather and process account information, and open new accounts while completing service requests and submitting credit applications. Maintain expertise in deposit and loan products (including digital and self-service tools) and provide an optimal client experience through accurate, operationally excellent service. Partner with branch teams and educate customers on emerging digital products.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Mid level

Key Responsibilities

  • •Build and foster client relationships via proactive outreach and follow-up, learning customers’ needs and preferred banking channels.
  • •Identify solutions for new and existing clients by effectively engaging and communicating with clients.
  • •Maintain working knowledge of consumer and business banking products and services, including digital products and self-service technologies.
  • •Provide a consistent optimal client experience, including greeting clients and processing basic transactions.
  • •Open new consumer and business accounts, complete service requests, submit credit applications, and educate clients on emerging and self-service digital products.

Pay and Benefits

Salary: USD 27.22 - 33.26
Perks:Health InsuranceDentalVisionLife InsuranceDisabilityParental Leave401kRetirementPaid LeavePaid HolidaysAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •Typically 4–5 years of job-related, retail banking experience or an equivalent combination of experience and training.
  • •Proven ability to build and foster client relationships through proactive outreach and follow-up.
  • •Ability to effectively engage and communicate with clients.
  • •Thorough knowledge of applicable bank and branch policies, procedures, and support systems.
Experience:4-5 yearsRetail bankingFinancial services
Education:High School
Skills:Customer serviceInterpersonal skillsCommunicationRelationship buildingRecommendations
Licenses:NMLS registration

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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